Brad began his career as a personal financial advisor, spending twelve years serving his clients and earning the prestigious Certified Financial Planner™ designation along the way. During this time, he identified a critical need among older adults and their families for impartial support in navigating the complex and financially significant decisions surrounding senior living. This revelation led to the creation of myLifeSite.net, an innovative online platform providing resources, guidance and tools to help people make informed senior living choices—particularly regarding Continuing Care Retirement Communities, also known as “CCRCs” or “Life Plan Communities.”
Brad’s expertise has been sought out by reputable outlets such as Money Magazine, AARP, Kiplinger’s, Wall Street Journal’s MarketWatch, USA Today, and The New York Times. His insightful book “What’s the Deal with Retirement Communities?” is available on Amazon and offers an exploration of senior living and important planning considerations. He also contributes regularly to myLifeSite’s blog, adding depth to discussions surrounding aging, wellness, and senior living.
Beyond his writing and media contributions, Brad connects with audiences through speaking engagements at senior living and financial advisory conferences, retirement communities, and other forums, where he shares his insights and expertise firsthand. He also contributes to lifelong learning as a volunteer instructor for the Osher Lifelong Learning Institute at respected institutions like Duke University and NC State. This work reflects Brad’s dedication to fostering informed senior living and retirement planning decisions.